What is Marin Wealth Advisors LLC's NAICS code?

Marin Wealth Advisors LLC's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Boutique Growth San Francisco Bay Area based investment advisory and financial planning firm with a small team presents an opportunity to offer tailored, high-touch wealth management solutions and scalable services for individuals, families, businesses, and nonprofits.

Recognition Advantage Recognized by Expertise.com as a top seven financial advisor in Marin County and among the top 24 in San Francisco, providing a credibility boost for upsell discussions around advanced investment strategies, retirement planning, and tax planning services.

Tech Enablement Reliance on cloud and SaaS tools (AWS, Google Cloud, Office 365, WordPress) suggests openness to technology integrations, data security enhancements, and automation partnerships that improve client experience, reporting, and advisory workflows.

Revenue Focus Current revenue under one million dollars indicates potential for scale through expanded service offerings, asset growth programs, and targeted digital marketing to reach higher-net-worth clients and nonprofit organizations.

Market Position Small firm with notable peers in larger firms points to competitive opportunities in differentiation via personalized planning, niche services such as stock compensation consulting, and deeper engagement with local nonprofits and foundations.

Similar companies to Marin Wealth Advisors LLC

United Capital
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Edelman Financial Engines
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Morgan Stanley Wealth Management
10K$500M - $1B
Fisher Investments
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Personal Capital
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Marin Wealth Advisors LLC Tech Stack

Marin Wealth Advisors LLC uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore Marin Wealth Advisors LLC's tech stack below.

Calendly
Appointment Scheduling
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
OneTrust
Cookie Compliance
Google Cloud
Infrastructure As A Service
Office 365
Office Suites
WP Engine
Platform As A Service
Datadog
Real User Monitoring

Media & News

Marin Wealth Advisors LLC recognized as seven best financial advisors in Marin County and one of the 24 top financial advisors.
Expertise.com, a trusted source that helps consumers connect with top-ranked service providers, has named Marin Wealth Advisors one of the seven best financial advisors in Marin County and one of the 24 top financial advisors in San Francisco.
Feb 04, 2022 | marinwealthadvisors.com

Marin Wealth Advisors LLC's Email Address Formats

Marin Wealth Advisors LLC uses at least 3 email formats:

Marin Wealth Advisors LLC Email Formats	Example	Percentage
First@marinwealthadvisors.com	John@marinwealthadvisors.com	43%
FLast@marinwealthadvisors.com	JDoe@marinwealthadvisors.com	28%
Last@marinwealthadvisors.com	Doe@marinwealthadvisors.com	29%

Frequently Asked Questions

What is Marin Wealth Advisors LLC's phone number?

You can contact Marin Wealth Advisors LLC's main corporate office by phone at

+1-415-458-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Marin Wealth Advisors LLC's official website and social media links?

Marin Wealth Advisors LLC's official website is marinwealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Marin Wealth Advisors LLC generate?

As of September 2026, Marin Wealth Advisors LLC's annual revenue is estimated to be <$1M.

What is Marin Wealth Advisors LLC's SIC code and NAICS code?

Marin Wealth Advisors LLC's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Marin Wealth Advisors LLC have currently?

As of September 2026, Marin Wealth Advisors LLC has approximately 5 employees across 1 continents, including North America. Key team members include Principal And Founder: R. H., Director Of Client Services: L. H. N. and Controller: S. W. Explore Marin Wealth Advisors LLC's employee directory with LeadIQ.

What industry does Marin Wealth Advisors LLC belong to?

Marin Wealth Advisors LLC operates in the Investment Management industry.

What technology does Marin Wealth Advisors LLC use?

Marin Wealth Advisors LLC's tech stack includes Calendly, Amazon Web Services, WordPress, OneTrust, Google Cloud, Office 365, WP Engine and Datadog.

What is Marin Wealth Advisors LLC's email format?

Marin Wealth Advisors LLC's email format typically follows the pattern of First@marinwealthadvisors.com. Find more Marin Wealth Advisors LLC email formats with LeadIQ.

When was Marin Wealth Advisors LLC founded?

Marin Wealth Advisors LLC was founded in 2013.

Marin Wealth Advisors LLC

Q: How many employees does Marin Wealth Advisors LLC have currently?

Marin Wealth Advisors LLC has approximately 5 employees.

Q: What industry does Marin Wealth Advisors LLC belong to?

Marin Wealth Advisors LLC operates in the Investment Management industry.

Q: What technology does Marin Wealth Advisors LLC use?

Marin Wealth Advisors LLC's tech stack includes Open Graph, HSTS, prettyPhoto, Nginx, Cloudflare.

Q: When was Marin Wealth Advisors LLC founded?

Marin Wealth Advisors LLC was founded in 2013.

Investment ManagementCalifornia, United States2-10 Employees

Marin Wealth Advisors LLC is a San Francisco Bay Area firm focused on investment management and comprehensive financial planning for individuals, families, businesses, nonprofits, and foundations. Its services include professional investment management, stock compensation consulting, retirement planning, tax planning, and education planning, aimed at helping clients navigate complex financial decisions with an emphasis on insight, integrity, and experience.
Based in San Rafael, California, the or ganization positions itself within the investment advisory and financial planning sector, serving a diverse client base in the region. The firm emphasizes its advisory role and is recognized for providing specialized guidance to clients with various financial needs, including stock compensation and education planning, as part of a holistic approach to managing wealth.